Wellspring Financial Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Buy |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $826K | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $858K | Buy |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $726K | Buy |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $519K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $219K | Buy |
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